Unclaimed
Albert A. Jansen Jr. is a financial advisor with Arbor Point Advisors. Albert has been in the financial services industry since 2001. Albert has a wide range of experience in financial planning, portfolio management and investment advisory services. He is registered with the state of Kansas and Texas. He has also been registered in the past with Securities America, Inc., Summit Brokerage Services, Inc., VSR Financial Services, Inc., and UBS Financial Services Inc. Albert is dedicated to providing clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
KS
06/24/2019 - Present
Arbor Point Advisors (WICHITA KS)
KS
10/08/2018 - 06/14/2024
SECURITIES AMERICA, INC. (WICHITA KS)
KS
09/01/2016 - 10/15/2018
SUMMIT BROKERAGE SERVICES, INC. (WICHITA KS)
KS
10/19/2012 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (WICHITA KS)
KS
10/02/2001 - 10/29/2012
UBS FINANCIAL SERVICES INC. (WICHITA KS)
BOTH
Issued 10/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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